Gerber Kawasaki Wealth & Investment Management J P Morgan Diversified Return Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.16 Billion
  • Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 177,764 shares of JPSE stock, worth $9.1 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
177,764
Previous 177,202 0.32%
Holding current value
$9.1 Million
Previous $7.73 Million 10.51%
% of portfolio
0.39%
Previous 0.39%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$43.03 - $48.28 $24,182 - $27,133
562 Added 0.32%
177,764 $8.54 Million
Q2 2024

Aug 13, 2024
SELL
$42.08 - $45.34 $133,435 - $143,773
-3,171 Reduced 1.76%
177,202 $7.73 Million
Q1 2024

May 13, 2024
SELL
$41.74 - $45.2 $102,805 - $111,327
-2,463 Reduced 1.35%
180,373 $8.15 Million
Q4 2023

Feb 12, 2024
SELL
$36.92 - $44.74 $1.26 Million - $1.52 Million
-34,056 Reduced 15.7%
182,836 $8.06 Million
Q3 2023

Nov 14, 2023
BUY
$38.77 - $43.1 $259,371 - $288,339
6,690 Added 3.18%
216,892 $8.52 Million
Q2 2023

Aug 10, 2023
SELL
$37.79 - $40.96 $4.16 Million - $4.5 Million
-109,967 Reduced 34.35%
210,202 $8.61 Million
Q1 2023

May 15, 2023
BUY
$37.92 - $43.54 $549,460 - $630,894
14,490 Added 4.74%
320,169 $12.8 Million
Q4 2022

Feb 08, 2023
BUY
$36.1 - $41.8 $11 Million - $12.8 Million
305,679 New
305,679 $11.8 Million

Others Institutions Holding JPSE

# of Institutions
98
Shares Held
8.06M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

JPSE Quotes by TradingView
  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
More about JPSE
Track This Portfolio

Track Gerber Kawasaki Wealth & Investment Management Portfolio

Follow Gerber Kawasaki Wealth & Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email